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Sheets Smith Wealth Management

SEC CIK
0001157436
Latest filing
Jul 13, 2026

NEE holding history

Nextera Energy Inc in every 13F filed by Sheets Smith Wealth Management, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

NEE overviewAll 13F holders of NEEFull Q2 2026 holdings

Shares (Q2 2026)
7,841
Value
$688.2K
% of portfolio
0.1%
Quarters held
13
Since Q1 2023
Holdings of NEE by Sheets Smith Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,841$688.2K0.1%+88+1.1%AddedHolders
Q1 20267,753$720.1K0.1%+86+1.1%AddedHolders
Q4 20257,667$615.5K0.1%+98+1.3%AddedHolders
Q3 20257,569$571.4K0.1%+10.0%AddedHolders
Q2 20257,568$525.4K0.1%+221+3.0%AddedHolders
Q1 20257,347$520.8K0.1%+101+1.4%AddedHolders
Q4 20247,246$519.5K0.1%+10.0%AddedHolders
Q3 20247,245$612.5K0.1%+650+9.9%AddedHolders
Q2 20246,595$467.0K0.1%+10.0%AddedHolders
Q1 20246,594$421.4K<0.1%+6,594NewHolders
Q4 20230$00.0%−4,698−100.0%Sold outHolders
Q3 20234,698$269.2K<0.1%+306+7.0%AddedHolders
Q2 20234,392$325.9K<0.1%+230+5.5%AddedHolders
Q1 20234,162$320.8K<0.1%+4,162NewHolders